See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,305 | $61,605-65.4% | $112,229-81.0% | $75,163-71.7% |
| Participation rate | 70.7% | 61.7%+9.1pp | 72.4%-1.7pp | 67.2%+3.5pp |
| Annual return | 12.13% | 28.47%-16.3pp | 30.20%-18.1pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,160 | $2,015-42.4% | $3,430-66.2% | $2,670-56.5% |
| Participant deferral / active EE | $1,496 | $3,108-51.9% | $4,798-68.8% | $4,125-63.7% |
| Admin fee / account holder | $4,448 | $4,862-8.5% | $7,748-42.6% | $5,651-21.3% |